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Fintech • Financial Services
Serve as primary contact for clients in financial hardship programs. Educate clients on program options, deescalate upset callers, assess financial situations, use CRM to document interactions, develop retention solutions, and meet retention targets while delivering empathetic, high-quality phone support.
Fintech • Financial Services
Handle inbound calls to retain clients enrolled in financial hardship programs by educating, deescalating upset clients, assessing finances, documenting interactions in the CRM, proposing customized solutions, and meeting retention targets while delivering empathetic, high-quality customer service.
Fintech • Financial Services
Handle inbound calls to educate, deescalate, and retain clients enrolled in Beyond Finance hardship programs. Assess financial situations, use the CRM to document interactions, develop customized retention solutions, meet retention targets, and provide empathetic, problem-solving customer service.
















